How to be a Gift Maker

How to be a Gift Maker I was honored to be part of the recent Gift Makers photo and newsletter article with the Southwest Florida Community Foundation (SWFLCF). They are using the term Gift Maker for those who make gifts happen or create other charitable opportunities to benefit our community. I’ve been part of the […]

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Love and Finances

LOVE AND FINANCES In the month of February most people are talking about love and romance. But what happens when February is over? What about those of us who talk about finances every month? Can there be an intersection of love and finances this month?Yes, we think so. Often times, money adds stress to relationships. […]

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Choosing a Financial Planner: How to Select an Advisor to Help You Achieve Your Goals

Choosing a Financial Planner: How to Select an Advisor to Help You Achieve Your Goals by A. Scott White, CFP®, ChFC, CLU President, Scott White Advisors What’s the first thing that comes to mind when you hear the words “financial planner?” A common response might be, “A professional who gives investment advice.” And that’s correct, […]

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Retirement Transition: Living Your New Life

Retirement Transition: Living Your New Life by A. Scott White, CFP®, ChFC, CLU President, Scott White Advisors After years of success in the workplace, you’re finally retiring. Your retirement has probably been carefully planned and anticipated, especially in the financial arena. During your working life, chances are you checked your retirement savings plan on occasion […]

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